How to Write a Performance Appraisal

Beginner 15 min 17 steps 34866 views Rating: 5.0/5 Published: 2026-02-09

Update that position's description.. Identify expectations based on job roles/functions.. Review last year's performance appraisal.

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Steps

1

Update that position's description.

Step 1

Update that position's description.

2

Identify expectations based on job roles/functions.

Step 2

Identify expectations based on job roles/functions.

3

Review last year's performance appraisal.

Step 3

Review last year's performance appraisal.

4

Document the employee's performance.

Step 4

Document the employee's performance.

5

Get feedback from the employee and their co-workers.

Step 5

Get feedback from the employee and their co-workers.

6

Give your employee regular feedback between performance reviews.

Step 6

Give your employee regular feedback between performance reviews.

7

Choose an appraisal format.

Step 7

Choose an appraisal format.

8

Consider what's actually been achieved.

Step 8

Consider what's actually been achieved.

9

Justify each part of the evaluation.

Step 9

Justify each part of the evaluation.

10

Set SMART goals and objectives for the position.

Step 10

Set SMART goals and objectives for the position.

11

End the review on a positive note.

Step 11

End the review on a positive note.

12

Follow up with quarterly or mid-year reviews.

Step 12

Follow up with quarterly or mid-year reviews.

13

Give yourself enough time to reflect and plan a response.

Step 13

Give yourself enough time to reflect and plan a response.

14

Assess your work honestly.

Step 14

Assess your work honestly.

15

Acknowledge how you meet your responsibilities.

Step 15

Acknowledge how you meet your responsibilities.

16

Identify areas that could use improvement.

Step 16

Identify areas that could use improvement.

17

Use the self-evaluation as an opportunity.

Step 17

Use the self-evaluation as an opportunity.

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